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Mastercard Is A Buy Amid Stablecoin Fear
Seeking Alpha· 2025-07-28 02:44
Group 1 - The increasing number of stablecoin transactions and the enactment of the GENIUS Act may significantly impact Mastercard Inc.'s business operations and shareholder value [1] Group 2 - Triba Research aims to identify high-quality businesses that can deliver sustainable, double-digit returns over the long term, focusing on companies with competitive advantages, low debt levels, and skilled management [2]
Where Will D-Wave Quantum Stock Be in 3 Years?
The Motley Fool· 2025-07-27 12:40
Core Viewpoint - D-Wave Quantum, a quantum computing company, has experienced significant stock price fluctuations since its SPAC merger, currently trading around $17 after previously dropping below $1 in 2023 [1][2] Company Overview - D-Wave specializes in quantum annealing services and aims to leverage the growing demand for quantum computing as quantum processing units (QPUs) become smaller and more efficient [4][5] - The company designs its own QPUs and offers services through its cloud-based Leap platform, compatible with major cloud providers like Amazon Web Services and Microsoft Azure [6] Financial Performance - D-Wave's revenue has been modest, with $7.2 million in 2022 and projected to remain flat at $8.8 million in 2023 and 2024 [8] - Adjusted EBITDA has worsened from ($48.0 million) in 2022 to an estimated ($56.0 million) in 2024, while net income losses have increased from ($51.5 million) in 2022 to an estimated ($143.9 million) in 2024 [9] Customer Base and Revenue Model - The company has attracted over 100 major customers, including Deloitte and Mastercard, but most are engaged in low-revenue pilot programs rather than full-scale implementations [7][10] - D-Wave relies on cloud revenues for growth, which will require customers to commit to larger contracts and replace older analytics services with its quantum tools [10] Future Growth Projections - Analysts expect D-Wave's revenue to grow at a compound annual growth rate (CAGR) of 103% from 2024 to 2027, reaching $74.1 million, driven by higher-value hardware sales [12][13] - The launch of the Advantage2 quantum system, which is significantly more powerful and efficient, is anticipated to attract more customers and boost sales [14] Market Valuation - D-Wave's current market cap is $5.8 billion, equating to nearly 79 times its projected sales for 2027, suggesting a valuation that may not align with its growth potential [15] - If the company continues to grow at a CAGR of 30% post-2027, it could reach $125 million in revenue by 2029, potentially increasing its market cap to $9.9 billion if it maintains a high price-to-sales ratio [16] - Conversely, a more conservative valuation could see its market cap decline to $3.75 billion by 2028, indicating that while growth potential exists, stock performance may stagnate or decline [17]
Mastercard Vs Visa Stock: Which is the Better Investment Ahead of Earnings?
ZACKS· 2025-07-25 21:25
Core Insights - Capital One recently reported strong Q2 results, leading to increased investor interest in upcoming quarterly reports from Visa and Mastercard [1][2] Mastercard & Visa's Quarterly Expectations - Mastercard's Q2 sales are expected to rise 15% year-over-year to $7.99 billion, with earnings projected to increase 13% to $4.05 per share [3] - Visa's Q3 sales are anticipated to grow 11% to $9.87 billion, while earnings are expected to spike 18% to $2.86 per share [4] Future Earnings Projections - Mastercard's annual earnings are projected to grow 10% in fiscal 2025 and 16% in FY26 to $18.71 per share [7] - Visa's annual earnings are expected to increase 13% in fiscal 2025 and 12% in FY26 to $12.81 per share [8] Stock Performance & Valuation Comparison - Over the last three years, both Mastercard and Visa stocks have gained over 65%, outperforming the S&P 500 and Zacks Financial Transaction Services Market [9] - Visa stock is currently trading at 31X forward earnings, which is a premium compared to the industry average of 15X, but lower than Mastercard's 35X [11] Investment Outlook - Both Mastercard and Visa are dominant players with strong growth prospects, but Visa has a slight edge in valuation and a consistent record of meeting or exceeding earnings expectations, currently holding a Zacks Rank 2 (Buy) compared to Mastercard's Zacks Rank 3 (Hold) [13]
Palantir joins list of 20 most valuable U.S. companies, with stock more than doubling in 2025
CNBC· 2025-07-25 18:31
Core Insights - Palantir Technologies has achieved a significant milestone, becoming one of the 20 most valuable companies in the U.S. with a market cap of $375 billion [1][2]. Financial Performance - The company's stock rose approximately 3% recently, contributing to its record market capitalization, surpassing notable companies like Home Depot and Procter & Gamble [2]. - Palantir's revenue from its U.S. government business increased by 45% to $373 million in the latest quarter, while total sales rose by 39% to $884 million [3]. - Over the past year, Palantir generated $3.1 billion in total revenue, making it significantly smaller in sales compared to other top 20 companies by market cap [5]. Market Position - Palantir's market value has more than doubled this year, driven by increased investor interest in its artificial intelligence business and its connections with the U.S. government [3]. - The company has moved ahead of Salesforce, IBM, and Cisco, ranking among the top 10 U.S. tech companies by market cap [4]. - Palantir's stock trades at a high multiple of 273 times forward earnings, with only Tesla having a higher ratio among the top 20 companies [4].
